This initial meeting is not an elaborate meeting where we spend hours gathering data and digging into the details. This meeting is for you. It is an opportunity to see if we have a good fit. If you choose to work with an experienced, independent, fee-only CFP®, you'll be working with one of the best and most trusted advisors in the industry. When comparing advisors at this level, your decision will probably be based on fees, personality, and style. And that's what the first meeting should be about - getting to know each other.
The initial meeting usually runs about 45 minutes. Feel free to bring along investment statements, your tax return, or anything else you'd like to discuss. Our agenda will consist of:
- Discussing your concerns and what you’d like to accomplish
- Reviewing our services and approach along with examples of our work
- Answering any questions you may have and quoting the fees
- Reviewing a checklist of required documents, our financial goals questionnaire, and our service agreement
Please contact our office to set-up a complimentary initial meeting. You’ll be asked to complete a short questionnaire and send it back to us prior to our meeting.
Most of our meetings are held at our Apex office, but we also have a conference room available in downtown Holly Springs.